Who we serve

We partner with successful Canadians to navigate the intricate journey of wealth with clarity and confidence. Whether you're transitioning into retirement, expanding your enterprise, or planning for future generations, our approach is rooted in understanding the full picture of your financial life. 

With your goals as our compass and your family as our focus, we craft personalized strategies that evolve with you. Through our proprietary framework, we build dynamic Living Plans that empower you to make informed decisions—today, tomorrow, and for decades to come. 

Financial Planning may be complex, but it doesn't need to be complicated. We’ve guided clients through a wide spectrum of aspirations and challenges, including:

Families

We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.

Resource industry professionals

As a resource industry professional, your career demands resilience, adaptability, and long hours in challenging environments—often far from home. Whether you're in energy, mining, forestry, or environmental services, the cyclical nature of the industry and the complexity of compensation structures can make financial planning uniquely difficult. Managing your wealth while navigating market volatility, project-based work, and evolving regulations requires a strategy as dynamic as your profession. We specialize in helping resource professionals build and maintain wealth management plans that align with your lifestyle, career trajectory, and long-term goals—so you can focus on your work with confidence.

Executives

As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.

Pre-retirees and retirees

You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility becomes increasingly important as more of your income is drawn from savings over time. We will help you formulate a plan that will help you enjoy your chosen lifestyle throughout your retirement, and ensure the people and causes you care about are taken care of over the long term.

Business owners and entrepreneurs

From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. And we will help you use that value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build, keeps working for you.

Health care professionals

As a health care professional, you face business challenges that other entrepreneurs do not. Caring for patients and staying current with medical advancements leaves little time to focus on the financial aspects of the business, or your present and future wealth management needs. The complexity of your wealth-related decisions also tends to grow with your practice. We can help you establish — and stay on track with — wealth management strategies that suit your busy life and unique circumstances.

Women's wealth and well-being

Women’s financial well-being is shaped by factors including living longer, retiring earlier, pay disparity and time out of the workforce as primary caregivers for children and aging parents. This means the average woman will earn and invest less than the average man over the long term and spend more time as a retiree. Your IG Living Plan addresses all those factors and more, providing you with security in your life and the lives of those you care about, for today and tomorrow.